The progress of robots continues to break through, and the short-term technological growth mainline may continue to dominate: Starting from the auto show, the overall improvement of domestic demand and technological growth brought by new supply are still the two clear investment mainlines for the automotive sector. The improvement of domestic demand is currently dependent on technological iteration, customer expansion, and upward trend correction.

Passenger car sector: With the fluctuation of the external environment, the sales data of insurance on domestic passenger car terminals is relatively flat. The market is more concerned about the fulfillment of order sales after the launch of new cars, especially the terminal recognition of new models that come standard with intelligent driving. In the short term, we are interested in the potential of high-end brands or maintain their strength. Leading OEMs such as Huawei, Ideal, and Xiaopeng still maintain strong performance, and we maintain a bullish view; Robot sector: relatively strong this week:

1. After nearly a month of volatility and correction, the sector has returned to the main line of technology growth configuration with the improvement of market liquidity and risk bias;
2. The industry heat remains high, and recent Tesla orders and other expectations continue to catalyze, maintaining the scale production guidance within the year, and currently approaching the designated mass production node. We maintain our previous view that industry trends and company fundamentals need to be further catalyzed or expected to be realized. The market is expected to enter a verification period of "eliminating falsehood and retaining truth", and we should grasp the mid-term certainty under market fluctuations.
Intelligent driving sector: Tesla has announced that it will launch a paid fully autonomous driving service in Austin, Texas in June, and expand the service to other cities by the end of the year; Continue to prepare for the launch of (regulated) fully autonomous driving (FSD) in Europe this year. Xiaoma Zhixing saw a significant rebound at the bottom of the US stock market. Under the trend of equal rights for intelligent driving, technological iteration, industry landscape, new business models, etc. are still evolving, and the sector may be brewing a new round of upward momentum.

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